Overview
This role involves leveraging deep financial modeling expertise to improve AI-generated financial analysis tasks. The position requires reviewing and refining AI task instructions, scoring rubrics, Markdown documentation, and Python scripts to ensure accuracy and clarity consistent with professional analyst standards. The work is fully remote and contract-based, with flexible hours.
Responsibilities
- Audit AI-generated financial modeling tasks to verify they replicate professional analyst workflows accurately
- Validate task instructions and scoring rubrics for logical consistency, completeness, and real-world applicability
- Edit Markdown files and Python scripts via Pull Requests to correct logic errors, resolve ambiguities, and improve clarity
- Assess AI outputs for correct application of financial concepts such as discounted cash flow (DCF) analysis, profit and loss (P&L) interpretation, financial statement modeling, and valuation techniques
- Provide clear, structured feedback grounded in professional financial expertise
- Collaborate asynchronously with a distributed team using GitHub workflows
- Manage task-based assignments independently, working at your own pace and schedule
Requirements
- Extensive subject matter expertise in finance, with experience as an analyst, in investment banking, corporate finance, equity research, FP&A, or a related field
- Strong command of US-based financial terminology and frameworks (e.g., DCF, P&L, balance sheet analysis, WACC, comparable company analysis)
- Proficiency in Python, including reading, writing, and debugging scripts for financial calculations
- Experience with GitHub, including cloning repositories, creating branches, and submitting Pull Requests independently
- Comfortable editing Markdown for technical documentation
- Detail-oriented with a systematic, quality-driven approach to reviewing work
- Clear and precise written communication skills to articulate issues and solutions effectively
- Self-motivated and reliable when working independently
Preferred Qualifications
- CFA, CPA, or MBA with a finance concentration
- Professional experience building financial models in Excel or Python for deal evaluation, forecasting, or valuation
- Background in teaching, mentoring, or developing training materials for financial concepts
- Familiarity with AI/ML evaluation workflows or data annotation projects
- Experience writing or reviewing technical rubrics or assessment criteria
Compensation & Benefits
- Hourly contract position
- Flexible commitment ranging from 10 to 40 hours per week
- Fully remote work
- Opportunity to contribute to innovative AI projects and apply financial expertise in a novel context
- Potential for ongoing work and contract extensions as new projects develop
Location
- Remote
- Candidates must have strong US-based financial knowledge and fluency with American financial terminology and conventions